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$30,000 to access financial data that should be democratized.
Biggr. 1000x cheaper. Same fundamentals. No corporate markup.
Choose your financial tools wisely.
Check it out and tell us what extra feature you need—our dev team ships yesterday.
$30,000 to access financial data that should be democratized.
Biggr. 1000x cheaper. Same fundamentals. No corporate markup.
Choose your financial tools wisely.
Check it out and tell us what extra feature you need—our dev team ships yesterday.
$30,000 to access financial data that should be democratized.
Biggr. 1000x cheaper. Same fundamentals. No corporate markup.
Choose your financial tools wisely.
Check it out and tell us what extra feature you need—our dev team ships yesterday.
“Triangle pattern breakout.”
“This support level is critical”
Congratulations, you predicted that price would… move.
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1/ $PYPL is one of the few remaining high-quality, undervalued stocks.
- Margins are expanding again.
- Venmo growth reaccelerated to 20%.
- Its advertising network is ramping up.
Yet, it's trading at just 14 times earnings.
Here's our $PYPL investment thesis: 🧵
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1/ $PYPL is one of the few remaining high-quality, undervalued stocks.
- Margins are expanding again.
- Venmo growth reaccelerated to 20%.
- Its advertising network is ramping up.
Yet, it's trading at just 14 times earnings.
Here's our $PYPL investment thesis: 🧵
10/ Valuation is extremely attractive.
It generated $32 billion in revenue in the last twelve months with a 14.4% net margin.
Given its growth initiatives and management's raising guidance, it can easily grow revenues by 9% annually in the next 5 years.
Meaning, it can generate nearly $50 billion in revenue in 2030.
If it can expand the net margin by just 2.6% to 17%, it'll generate $8.5 billion in net income.
Give it a conservative 15x exit multiple and we'll have a $128 billion business.
It's currently valued at just $65 billion, meaning it can easily double from here in the next 5 years.
It may not look too much, but given the quality of the business, limited downside, and the current market valuations definitely makes it an attractive opportunity.